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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

887 hedge funds and large institutions have $9.45B invested in Schwab US Large-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 348 increasing their positions, 305 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
887
Holders Change
+28
Holders Change %
+3.26%
% of All Funds
14.2%
Holding in Top 10
136
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+13.33%
% of All Funds
2.18%
New
95
Increased
348
Reduced
305
Closed
45
Calls
$8.88M
Puts
$2.91M
Net Calls
+$5.97M
Net Calls Change
+$2.75M

Top Buyers

1
AIA
1
Angeles Investment Advisors
California
$98.9M
2
ML
2
McAdam LLC
Pennsylvania
$97.5M
3
MG
3
Mather Group
Illinois
$621M
4
TIM
4
Total Investment Management
Arizona
$38.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$353M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$367M
2
GSIS
2
Global Strategic Investment Solutions
Arizona
$15M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.05B
4
UBS Group
4
UBS Group
Switzerland
$31.4M
5
VCA
5
Verdence Capital Advisors
Maryland
$9.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
126
Cary Street Partners Investment Advisory
Virginia
$12.3M -$188K -11,544 -2%
RJA
127
Raymond James & Associates
Florida
$12.3M +$2.41M +148,220 +24%
CAG
128
Compass Advisory Group
New York
$11.9M +$905K +55,544 +8%
WP
129
WealthShield Partners
North Carolina
$11.8M +$370K +22,724 +3%
SPC
130
Sigma Planning Corp
Michigan
$11.7M -$509K -31,232 -4%
SWP
131
Stratos Wealth Partners
Ohio
$11.7M -$1.73M -105,908 -13%
MMA
132
Miracle Mile Advisors
California
$11.7M -$23.6K -1,448 -0.2%
PVAMC
133
PPS&V Asset Management Consultants
Michigan
$11.4M -$52.1K -3,196 -0.5%
SFA
134
Sequoia Financial Advisors
Ohio
$11.4M +$176K +10,800 +2%
WAM
135
Weinberger Asset Management
California
$11.3M -$12.4K -764 -0.1%
PFGIA
136
Patriot Financial Group Insurance Agency
Massachusetts
$11.3M -$1.07M -65,912 -9%
PP
137
Pegasus Partners
Wisconsin
$11.3M -$9.51M -583,640 -46%
SB
138
Strategic Blueprint
Georgia
$11.3M +$1.68M +103,112 +18%
IP
139
Ignite Planners
California
$10.9M +$132K +8,156 +1%
ACM
140
Alpha Capital Management
Texas
$10.8M – – –
PWM
141
Perigon Wealth Management
California
$10.6M +$1.23M +75,668 +13%
MA
142
Mutual Advisors
Nebraska
$10.5M -$94.6K -5,808 -0.9%
FFWA
143
FRG Family Wealth Advisors
Washington
$10.5M -$761K -46,720 -7%
GCP
144
Gill Capital Partners
Colorado
$10.3M +$1.08M +66,528 +12%
SFMG
145
Sage Financial Management Group
Virginia
$10.1M -$2.39M -146,524 -19%
VNA
146
Valley National Advisers
Pennsylvania
$10.1M +$1.77M +108,936 +21%
CFMC
147
Curbstone Financial Management Corp
New Hampshire
$9.89M +$97.1K +5,960 +1%
VCA
148
Verdence Capital Advisors
Maryland
$9.47M -$13M -800,760 -58%
NFG
149
Northeast Financial Group
Pennsylvania
$9.43M +$1.75M +114,196 +23%
HGWM
150
Harvest Group Wealth Management
Massachusetts
$9.17M +$2.53M +155,164 +38%
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